The Arsenal. Your Premier League champions.

Korea no longer has the world’s lowest birthrate! Suck it, Taiwan.

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🇰🇷 South Korea went from one of the poorest countries on Earth to a top-10 economy in a single generation. GDP per capita in 1960: ~$158 GDP per capita today: ~$33,000 No natural resources. No head start. Just education, discipline, and 60 years.

At a Korean BBQ in Koreatown last night. A little girl, maybe six, was sitting at the next table with her halmoni. She was refusing to eat her galbi. I assumed she was a picky eater. Her grandmother sighed and offered her japchae instead. She refused that too. Then I overheard what she was actually upset about. "Halmoni, the chaebol discount is structural. Why does Samsung Electronics trade at 9 times earnings when it dominates global memory?" I froze. She pulled out a placemat covered in calculations. Price-to-book ratios for every company in the KOSPI 200. Circled in red crayon: anything trading below 0.7. Her grandmother muttered something about cross-shareholdings. The girl slammed her chopsticks down. "The Value-up Program is real this time, Halmoni. The National Pension Service is voting against bad governance. Activist funds are circling Hyundai Motor." A waiter walked by. She stopped him. "Excuse me. Do you know if Korea has been upgraded to developed market status by MSCI yet?" The waiter did not know. She nodded grimly and wrote something on her napkin. It said: "PATIENCE." Her grandmother finally got her to eat by promising to open a brokerage account that supports KRX listings. I asked the girl her name. She looked up from her ssamjang. "Lee. Lee Jae-yong." But then she added, "The good one. The one who actually returns capital to minority shareholders." I rotated 15 percent of my portfolio into Korean preferred shares before the kimchi stew arrived. Trading at a 40 percent discount to commons. Greatest dinner of my emerging-markets-deep-value career.

텔레그램이 톤 재단을 대체하고, 창업자인 @durov 가 직접 전면에 나설 것을 시사. 그에 따라 $TON 가격은 바로 상승. 앞으로 2-3주가 굉장히 중요할 것 같음

Fees in TON have dropped 6× — to nearly zero. Next step — Telegram replaces the TON Foundation as the driving force behind TON and becomes its largest validator. The focus shifts to tech superiority. New ton.org, new dev tools, new performance upgrades. Timeline: 2-3 weeks.

한국에서도 포켓몬 카드가 엄청 핫해졌다..🔥 직접 써본 Web3 TCG 플랫폼 정리 (수수료 / 바이백 / 배송 / 특이사항 등등) @Courtyard_io @Collector_Crypt @renaissxyz @Beezie @phygitals @mnstr @onemoarchance @pulldotfun ✅중요한 포켓몬 시세 참고 영문판 포켓몬 카드 시세 체크 📌pricecharting.com 일본판 포켓몬 카드 시세 체크 📌snkrdunk.com/en

요즘 한국 팔로워분들이 많이 늘었네요. 여러분께 질문 하나 할게요: 에스파를 만나려면 에스엠(041510) 주식을 얼마나 매수해야 하는지 아시나요?

So I do think Auros (322310) is very interesting at $269M MC over in Korea. What I've found from research was that they're a relatively unknown Samsung / SK Hynix supplier. And they should high volume ramp from HBM4 capex for Hybrid Bonding Metrology. Basically pure play on two products: -> HBM4 / HBM4e / HBM5 cycles, that $KLA had a monoply over for IR metrology. ---> Getting qualified now likely in Samsung factories, H2 volume ramp est. Sk Hynix likely qualifying too when they upgrade to hybrid bonding. Note on SK Hynix: I thought it would be HBM4e but apparently Trendforce reported today SK Hynix has completed 12-high hybrid bonding HBM validation and is raising yields for mass production. So maybe there's a catalyst there too aside from Samsung. -> Thin-film thickness measurement. ---> Getting qualified now, with "major domestic chipmaker" (likely Samsung/Sk hynix), targets mass supply this year. Disclosure (I do have positions, NFA, please do your own DD, this is just my thought process) Regardless, they've been developing for the past decade, only to volume ramp two core products from years of qualification likely H2 this year. There are risks involved, such as not proceeding to HVM, but I'm personally taking that risk. So I found this company very interesting, just wanted to publish some thoughts on this company.